JWM
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Jupiter Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Jupiter Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.61M Sell
7,470
-200
-3% -$128K 1.82% 14
2025
Q4 		$4.98M Buy
7,670
+330
+4% +$220K 2.22% 15
2025
Q3 		$5.39M Hold
7,340
– – 2.55% 11
2025
Q2 		$5.73M Buy
7,340
+545
+8% +$337K 2.89% 10
2025
Q1 		$4.35M Sell
6,795
-456
-6% -$294K 2.64% 13
2024
Q4 		$4.25M Buy
7,251
+525
+8% +$308K 2.13% 13
2024
Q3 		$3.85M Buy
6,726
+600
+10% +$309K 1.97% 16
2024
Q2 		$2.91M Buy
6,126
+61
+1% +$29.7K 1.54% 20
2024
Q1 		$2.87M Buy
6,065
+1,785
+42% +$796K 1.52% 22
2023
Q4 		$1.51M Hold
4,280
– – 0.89% 29
2023
Q3 		$1.41M Buy
+4,280
New +$1.29M 0.91% 30
2022
Q1 		– Sell
-7,946
Closed -$2.67M – 88
2021
Q4 		$2.67M Hold
7,946
– – 1.39% 23
2021
Q3 		$2.6M Sell
7,946
-3,290
-29% -$1.18M 1.23% 27
2021
Q2 		$4.08M Buy
11,236
+1,044
+10% +$335K 1.96% 16
2021
Q1 		$3.36M Buy
10,192
+6,327
+164% +$1.7M 1.7% 22
2020
Q4 		$1.06M Buy
3,865
+3,380
+697% +$927K 0.65% 37
2020
Q3 		$127K Buy
+485
New +$125K 0.09% 68
2020
Q1 		– Sell
-3,460
Closed -$758K – 84
2019
Q4 		$758K Buy
3,460
+2,000
+137% +$387K 0.37% 43
2019
Q3 		$260K Hold
1,460
– – 0.14% 69
2019
Q2 		$295K Hold
1,460
– – 0.15% 68
2019
Q1 		$260K Buy
+1,460
New +$232K 0.13% 68

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jupiter Wealth Management's META Position: Q1 2026 in Review

Jupiter Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.6% in Q1 2026, selling an estimated $128K and leaving 7,470 shares worth $4.61M. The position accounts for 1.82% of the portfolio, ranked #14.

Jupiter Wealth Management first reported a position in META in Q1 2019 and has held it in 21 quarters since. The position peaked at $5.73M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Jupiter Wealth Management held 7,470 shares of Meta Platforms (Facebook) worth $4.61M as of Q1 2026.
  • Jupiter Wealth Management sold 200 Meta Platforms (Facebook) shares in Q1 2026, an estimated $128K.
  • Meta Platforms (Facebook) made up 1.82% of Jupiter Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Jupiter Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 21 quarters since.
  • Jupiter Wealth Management's Meta Platforms (Facebook) position peaked at $5.73M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.